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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,245 | $112,121-62.3% | $95,960-56.0% | $158,966-73.4% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 16.03% | 171.16%-155.1pp | 91.63%-75.6pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,473 | $3,199-22.7% | $2,541-2.7% | $4,762-48.1% |
| Participant deferral / active EE | $4,654 | $4,784-2.7% | $4,167+11.7% | $5,983-22.2% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |